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Articles, podcasts, videos, and industry guides to support
you and your insurance agency
Helpful Tips: For Hiring, Helpful Tips: For Training
Understanding Insurance 101 as a New Hire Starting a career in insurance can feel daunting, so this guide aims to provide straightforward, detailed insights that help newcomers succeed. In this article, we’ll touch on everything from fundamental terminology to industry trends, practical advice, and training requirements—all while using the keyword Insurance 101 as our framework. […]
Agency Staff Articles, Helpful Tips: For Onboarding
Understanding the Role of an Insurance Account Manager Image depicting the meaning of what an account manager does An insurance account manager, sometimes referred to as a CSR (insurance customer service representative), insurance account coordinator, or insurance relationship manager, plays a crucial role in maintaining strong client relationships and ensuring policyholders receive the service they […]
Agency Owner Articles, Helpful Tips: For Hiring
Agency Owner Articles, Helpful Tips: For Onboarding
Agency Owner Articles, Helpful Tips: For Hiring
Agency Owner Articles, Helpful Tips: For Hiring
Agency Owner Articles, Helpful Tips: For Onboarding
Drastically Improve Your Onboarding Program by Making These 2 Changes Inevitably, agencies are going to have their new hires sit at a desk and watch another CSR perform his or her/job duties – and they’ll call this “onboarding.” It’s a necessary, but often ill-conceived attempt at a comprehensive onboarding process, but we know that there’s […]
Agency Owner Articles, Helpful Tips: For Hiring
Agency Owner Articles, Helpful Tips: For Onboarding
Agency Owner Articles, Helpful Tips: For Onboarding